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08-07
估计这货做空了
Investor sentiment towards AI shows signs of skepticism – Goldman Sachs
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Despite this decline, it still remains above the 10-year median of 24x.</p> <p>See the chart below provided by Goldman Sachs:</p> <p><img src=\"https://static.seekingalpha.com/uploads/2024/8/6/saupload_1_thumb1.png\" width=\"100%\"/></p> <p>For investors that are looking to further examine and understand the artificial intelligence trend, they may look towards the below group of exchange-traded funds for additional information:</p> <ul> <li>GX Artificial Intelligence & Tech ETF (<span>NASDAQ:AIQ</span>)</li> <li>GX Robotics & Artificial Intelligence ETF (<span>NASDAQ:BOTZ</span>)</li> <li><a href=\"https://laohu8.com/S/DTEC\">ALPS Disruptive Technologies ETF</a> (DTEC)</li> <li><a href=\"https://laohu8.com/S/GINN\">Goldman Sachs Innovate Equity ETF</a> (GINN)</li> <li><a href=\"https://laohu8.com/S/IRBO\">iShares Robotics and Artificial Intelligence Multisector ETF</a> (<span>NYSEARCA:IRBO</span>)</li> <li><a href=\"https://laohu8.com/S/ROBT\">First Trust Nasdaq Artificial Intelligence and Robotics ETF</a> (<span>NASDAQ:ROBT</span>)</li> <li><a href=\"https://laohu8.com/S/TECB\">iShares U.S. Tech Breakthrough Multisector ETF</a> (TECB)</li> <li><a href=\"https://laohu8.com/S/XT\">iShares Exponential Technologies ETF</a> (XT)</li> <li>Robo Global Artificial Intelligence ETF (THNQ)</li> <li>Roundhill Generative AI & Technology ETF (CHAT)</li> </ul> </div> </body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvestor sentiment towards AI shows signs of skepticism – Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-07 03:03 GMT+8 <a href=https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a 7% decline in the Info Tech sector in the past week and a 10%...</p>\n\n<a href=\"https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1795495467/image_1795495467.jpg","relate_stocks":{"CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4552":"Archegos爆仓风波概念","ROBT":"First Trust Nasdaq Artificial Intelligence and Robotics ETF","AIQ":"Global X Future Analytics Tech ETF","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","QID":"纳指两倍做空ETF","GINN":"Goldman Sachs Innovate Equity ETF","BK4504":"桥水持仓","TQQQ":"纳指三倍做多ETF","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","BK4127":"投资银行业与经纪业",".IXIC":"NASDAQ Composite","DTEC":"ALPS Disruptive Technologies ETF","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","PSQ":"纳指反向ETF","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","QLD":"纳指两倍做多ETF","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","TECB":"iShares U.S. Tech Breakthrough Multisector ETF","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","SOXL":"三倍做多半导体ETF-Direxion Daily","BK4585":"ETF&股票定投概念","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","NVDA":"英伟达","SMH":"半导体指数ETF-HOLDRs","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","THNQ":"ROBO Global Artificial Intelligence ETF","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","FDN":"First Trust Dow Jones Internet I","SQQQ":"纳指三倍做空ETF","BOTZ":"Global X Robotics & Artificial Intelligence Thematic ETF","SOXS":"三倍做空半导体ETF-Direxion Daily","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","SOXX":"iShares费城交易所半导体ETF","LU0106831901.USD":"贝莱德世界金融基金A2","BK4588":"碎股","BK4550":"红杉资本持仓","XT":"iShares Exponential Technologies ETF"},"source_url":"https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2457000357","content_text":"Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a 7% decline in the Info Tech sector in the past week and a 10% retreat in semiconductors. While the AI trade has taken it on the chin recently, Goldman Sachs indicated that it still remains confident about the growing market area. “The mega-cap tech stocks have dropped sharply, but their valuations continue to reflect AI optimism despite investor concerns about the likely timing and magnitude of returns on their capital investments,” the investment bank said. Regarding valuations, Goldman went on to spotlight that the P/E ratio of mega-cap tech stocks has now dropped by 15% over the past two months, decreasing from 32x to 27x. Despite this decline, it still remains above the 10-year median of 24x. See the chart below provided by Goldman Sachs: For investors that are looking to further examine and understand the artificial intelligence trend, they may look towards the below group of exchange-traded funds for additional information: GX Artificial Intelligence & Tech ETF (NASDAQ:AIQ) GX Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) ALPS Disruptive Technologies ETF (DTEC) Goldman Sachs Innovate Equity ETF (GINN) iShares Robotics and Artificial Intelligence Multisector ETF (NYSEARCA:IRBO) First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT) iShares U.S. Tech Breakthrough Multisector ETF (TECB) iShares Exponential Technologies ETF (XT) Robo Global Artificial Intelligence ETF (THNQ) Roundhill Generative AI & Technology ETF (CHAT)","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/335619883610160"}
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